Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,196 | $176,402+59.4% | $134,162+109.6% | $158,966+76.9% |
| Participation rate | 66.7% | 78.7%-12.1pp | 72.2%-5.5pp | 82.0%-15.3pp |
| Annual return | 24.00% | 63.66%-39.7pp | 36.35%-12.3pp | 302.95%-279.0pp |
| Employer contribution / active EE | $528 | $5,042-89.5% | $3,705-85.7% | $4,762-88.9% |
| Participant deferral / active EE | $2,935 | $4,093-28.3% | $3,500-16.1% | $5,983-50.9% |
| Admin fee / account holder | $2,293 | $8,719-73.7% | $6,685-65.7% | $11,250-79.6% |